Trust & Tax Planning

Our experience in the fields of trusts and tax planning enables us to deliver practical, intelligible solutions to wealthy and landed families and successful entrepreneurs and businesses.

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Our experience in the fields of trusts and tax planning has been developed over many years of advising historically wealthy and landed families and, more recently, successful entrepreneurs and businesses.

We provide an expert service that covers all aspects of tax planning and trusts, but which is focused on delivering practical, intelligible solutions.

We advise on offshore structures for tax and estate planning, asset protection and co-ordination, and business expansion, both for those coming to and those leaving the UK. Our clients include individual entrepreneurs, banks, trust companies and other service providers.

Our tax planning and trust team benefits from the wider expertise of a substantial and experienced in-house tax practice advising on all UK domestic tax matters, both corporate and individual, direct and indirect. Working with our corporate tax team, we offer clients a full and seamless service, covering everything from the initial acquisition of business assets through to the structuring and implementation of longer-term strategies for tax-efficient wealth protection and transmission.

Our tax planning and trust expertise includes:

  • Structuring for those coming to or leaving the UK
  • Structuring for foreign domiciliaries living in the UK
  • Cross-border structuring for business deals and personal investments
  • Use of double tax treaties in tax planning
  • Handling enquiries from and litigation against tax authorities
  • Estate administration and succession planning, both domestically and internationally

 

The team's strengths lie in their comprehensive understanding of tax, trusts and probate, which ensures that clients receive tailored advice suited to their individual needs.

Everyone I have worked with have been incredibly kind and approachable – not to mention knowledgeable! They are always available. As a lawyer myself, I would not recommend anyone else.

Their dedication to innovation and diversity, combined with their collaborative approach with clients and other professionals, allow them to provide comprehensive and forward-thinking solutions.

Fladgate offers a wide variety of legal services and is quite unique in being able to bridge the gap between legal and tax advice. This makes my life as a tax adviser much easier, as the team can come together on complex issues. Given the breadth of service offering, this makes Fladgate a very attractive option for clients.

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Perspectives

The latest updates, insights and opinions from the Fladgate team.